HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX r . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF SMITH SR LEMAR K
DATE OF DEATH 05-15-2013
FILE NUMBER 21 13-0676
COUNTY CUMBERLAND
SEEBER EDWARD P ACN 101
STE C400 APPEAL DATE: 08-08-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH SR LEMAR KFILE NO. :21 13-0676 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C17 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property CSchedule E) (5) 16,449.56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,595.00
8. Total Assets (8) 19.044.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 8,662.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,377.71
11. Total Deductions C11) 12,040.13
12. Net Value of Tax Return (12) 7,004.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 7,004.43
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rake (15) 7.004.43 X 00 =
Q16. Amount of Line 14 taxable at lineal rate C16) - nn X 35 -u= :Z•18'O
17. Amount of Line 14 at sibling rate (17) -On X
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1_5 V).Zw
19. Principal Tax Due ?19?=(— r:- •t0;0
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C3
(+) AMOUNT PAID C
DATE NUMBER INTEREST/PEN PAID (-)
(7
rn
� r
CL7
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE •00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.